Allridge Wealth Management, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Allridge Wealth Management, Inc. is an independent, fee-only wealth management firm that provides customized investment management and advisory services to individuals (including high-net-worth clients), trusts, estates, charitable organizations, retirement plans, corporations and other legal entities. The firm generally allocates client assets among domestic and international stocks, bonds, mutual funds and ETFs and delivers portfolio management and related advice on a non-transactional, fee-only basis.
AWM obtains suitability information and works with clients to establish an investment policy statement and a choice of growth, balanced, or conservative strategies, supporting recommendations with fundamental and technical analysis and independent research. The firm provides allocation recommendations, market entry strategies and ongoing monitoring, but does not exercise trading authority—clients retain discretion over implementation and receive periodic reviews and access to an online reporting platform (Advyzon).
A distinguishing feature of AWM is that all client accounts are managed on a non-discretionary basis, a model that is uncommon among similarly categorized firms and limits the firm’s role to advisory recommendations rather than trade execution. The firm also discloses that it does not vote client proxies, provides formal rollover analyses when advising on retirement plan rollovers, and operates without accepting compensation from product providers.
Client services
Expertise
Fee options
Client Onboarding Fee ranging from $1,625 to $3,250, one-time fee debited at first quarterly billing.
$1 - $1,500,000: 1.00% $1,500,000.01 - $2,500,000: 0.75% $2,500,000.01 - $4,000,000: 0.50% $4,000,000.01+: 0.45%
$325.00 per hour, billed in quarter-hour increments, billed monthly.
Account minimum: $1,000,000 Minimum fee: Minimum quarterly charge of $1,250.00 Fee-only: Fee-only advisory services; no commissions received.
Main office
See officeOakton VA
Advisors at this office
1
Offices (2)
Most active in
Maryland · Virginia
Also doing business as
Allridge & Associates, P.C. · Allridge Wealth Management, Inc · Allridge Wealth Management, P.C.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Richard A
CFP®, Series 65
Oakton, VA
Allridge Wealth Management, Inc
Richard Allridge is a CFP® with 26 years of industry experience. He has been with Allridge Wealth Management, P.C. since 2002 and previously worked at Century Financial Group, LLC. Allridge Wealth Management, Inc. is an independent, fee-only firm offering customized investment management and advisory services to individuals, trusts, estates, charitable organizations, retirement plans, and corporations. The firm manages client portfolios on a non-discretionary basis and emphasizes client-directed implementation supported by fundamental and technical analysis.
Richard A
CFP®, Series 63
Bethesda, MD
Allridge Wealth Management, Inc
Richard Allridge is a CFP® credentialed financial advisor with 10 years of industry experience. He has worked at Allridge Wealth Management, P.C. since 2017 and previously held roles at Century Financial Group, LLC and Voya Financial Advisors, Inc. He is based in Bethesda, MD. Allridge Wealth Management, Inc. is an independent, fee-only firm that provides customized investment management and advisory services to individuals, trusts, estates, charitable organizations, retirement plans, and corporations. The firm manages client portfolios on a non-discretionary basis and focuses on fundamental and technical analysis to support its recommendations.
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